Financial Solutions Advisor I: License Path & Client Growth

National Black MBA Association; Rio Rancho (NM); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

World-class training

License prep support

Career development programs

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and then build core advisory skills. You will learn to acquire and manage client relationships and guide them through investment solutions aligned with their financial goals.

Upon licensure, you’ll work in a financial center to deliver banking and investment guidance, collaborating with partners and growing your portfolio.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and then build core advisory skills. You will learn to acquire and manage client relationships and guide them through investment solutions aligned with their financial goals.

Upon licensure, you’ll work in a financial center to deliver banking and investment guidance, collaborating with partners and growing your portfolio.